Implement Retention, eDiscovery, and Communication Compliance in Microsoft Purview (SC-5007)

 

Course Overview

Manage data lifecycle, records management, eDiscovery, and communication compliance with Microsoft Purview

Prerequisites

  • Basic understanding of data governance and compliance concepts.
  • Familiarity with Microsoft Purview and its interface.
  • Knowledge of data lifecycle management principles.
  • Experience with eDiscovery processes.
  • Awareness of communication compliance requirements.

Course Content

Implement and manage retention with Microsoft Purview

  • Introduction
  • Overview of retention with Microsoft Purview
  • Create and configure retention policies
  • Create and configure adaptive scopes
  • Exercise - Configure static and adaptive retention policies in Microsoft Purview
  • Create and publish retention labels
  • Apply retention labels across Microsoft 365 services
  • Configure event-based retention
  • Exercise - Configure retention labels for financial and HR content
  • Module assessment
  • Summary and resources

Manage records and disposition with Microsoft Purview

  • Introduction
  • Plan for retention and disposition with retention labels
  • Organize retention labels by using file plan
  • Create and manage auto-apply retention labels
  • Exercise - Auto-apply retention label using a trainable classifier
  • Declare records by using retention labels
  • Conduct disposition reviews
  • Exercise - Configure disposition review for contract retention
  • Understand policy and label precedence in Microsoft Purview
  • Module assessment
  • Summary

Understand Microsoft Purview eDiscovery

  • Introduction
  • What is eDiscovery?
  • Compare the classic and new eDiscovery experiences
  • Understand the eDiscovery case lifecycle
  • Understand eDiscovery roles and permissions
  • Module assessment
  • Summary

Create and manage eDiscovery cases

  • Introduction
  • Configure eDiscovery prerequisites
  • Create and manage eDiscovery cases
  • Manage case access and permissions
  • Configure case settings
  • Module assessment
  • Summary

Manage data sources and holds in Microsoft Purview eDiscovery

  • Introduction
  • Understand data sources in eDiscovery
  • Select and manage data sources
  • Create holds in eDiscovery
  • Manage and maintain eDiscovery holds
  • Preserve mailbox content and metadata under hold
  • Identify and report on mailbox holds
  • Module assessment
  • Summary

Search for content with Microsoft Purview eDiscovery

  • Introduction
  • Understand eDiscovery and content search capabilities
  • Prerequisites for using eDiscovery in Microsoft Purview
  • Create an eDiscovery search
  • Conduct an eDiscovery search
  • Export eDiscovery search results
  • Module assessment
  • Summary and resources

Analyze and prepare content in eDiscovery review sets

  • Introduction
  • Create and manage review sets in eDiscovery
  • Search, filter, and view review set content
  • Tag and organize content in review sets
  • Run analytics on review sets
  • Export and reuse review set content
  • Use the query report to generate keyword reports (preview)
  • Module assessment
  • Summary

Detect and address communication risks with Microsoft Purview Communication Compliance

  • Introduction
  • Understand Microsoft Purview Communication Compliance
  • Plan for communication compliance
  • Understand the Communication Compliance workflow
  • Create communication compliance policies
  • Investigate and remediate Communication Compliance alerts
  • Use Communication Compliance reports
  • Detect and manage risky interactions in AI apps
  • Integrate communication compliance with SIEM solutions
  • Module assessment
  • Summary

Implement retention, eDiscovery, and Communication compliance in Microsoft Purview

  • Introduction
  • Exercise - Create retention policies
  • Exercise - Create and publish retention labels
  • Exercise - Conduct an eDiscovery search
  • Exercise - Create a communication compliance policy
  • Summary

Prices & Delivery methods

Online Training

Duration
1 day

Price
  • on request
Classroom Training

Duration
1 day

Price
  • on request

Schedule

English

2 hours difference

Online Training Time zone: British Summer Time (BST) Course language: English Guaranteed date!

7 hours difference

Online Training Time zone: Eastern Daylight Time (EDT) Course language: English
Online Training Time zone: Eastern Daylight Time (EDT) Course language: English
Online Training Time zone: Eastern Standard Time (EST) Course language: English
Online Training Time zone: Eastern Standard Time (EST) Course language: English

8 hours difference

Online Training Time zone: Central Daylight Time (CDT) Course language: English
Online Training Time zone: Central Daylight Time (CDT) Course language: English
Online Training Time zone: Central Standard Time (CST) Course language: English
Online Training Time zone: Central Standard Time (CST) Course language: English

10 hours difference

Online Training Time zone: Pacific Daylight Time (PDT) Course language: English
Online Training Time zone: Pacific Daylight Time (PDT) Course language: English
Guaranteed date:   We will carry out all guaranteed training regardless of the number of attendees, exempt from force majeure or other unexpected events, like e.g. accidents or illness of the trainer, which prevent the course from being conducted.
Instructor-led Online Training:   This computer icon in the schedule indicates that this date/time will be conducted as Instructor-Led Online Training. If you have any questions about our online courses, feel free to contact us via phone or Email anytime.
This is a FLEX course, which is delivered both virtually and in the classroom. All FLEX courses are also Instructor-led Online Trainings (ILO).

Europe

Germany

Munich
Berlin

Poland

Warsaw
Warsaw
This is a FLEX course, which is delivered both virtually and in the classroom. All FLEX courses are also Instructor-led Online Trainings (ILO).